The controlled execution layer for supported Planview data operations.
Replace spreadsheet-led updates, manual Planview administration and fragile scripts with controlled Planview workflows that run within your environment, execute approved changes and retain clear evidence of every run.
FoliosFlow lets Planview customers automate supported updates locally without sending operational data through a third-party SaaS automation platform.
Base FoliosFlow provides controlled execution and run evidence for supported Planview operations. Plus Edition adds local data preparation, calculation, SmartSync change detection and enhanced reconciliation. Dedicated Planview Logbook capability is available where licensed.
From one-off data loads and extracts to recurring updates, migrations, SmartSync workflows and customer-defined Planview integrations, FoliosFlow provides a reusable way to control Planview data work.
Designed for Planview administrators, PMOs, transformation teams and enterprise delivery teams managing recurring or high-risk Planview data work.
Critical Planview data work still happens outside Planview.
Spreadsheets, exports, inbox requests, copied values and one-off scripts often sit between the business decision and the system update. The result is repeated effort, inconsistent control and uncertainty about what actually changed.
Project and portfolio updates
Status, dates, ownership and attributes are often prepared or corrected outside Planview before being manually re-entered.
Financial and master data
Finance, reference data and other operational inputs may need mapping, validation and repeatable loading.
Logbook migration and correction
Risks, issues, actions and other records must fit customer-specific metadata, fields, options and rules.
Recurring administration
Teams repeat the same extract, compare, update and evidence cycle every month or reporting period.
FoliosFlow turns that work into a controlled, repeatable and evidenced Planview workflow.
Prepare. Validate. Execute. Evidence.
FoliosFlow applies the DDF governed pattern to recurring Planview data work: prepare the intended change, validate it against customer rules and configuration, execute approved actions, then retain evidence of what happened.
Prepare the intended change
Start from approved files, structured exports or supported system reads. Shape the input into the data Planview actually needs.
- CSV, Excel, JSON and supported API inputs
- Customer-specific mappings and metadata
- Repeatable, readable configuration
Validate before execution
Check required values, apply supported business rules and produce reviewable outputs before live change.
- Identify ready, review and rejected records
- Resolve values to target fields and options
- Produce previews and preflight outputs for supported workflows
Execute and evidence
Run approved Planview operations locally, then retain outputs, failures and reconciliation evidence.
- Local customer-controlled execution
- Supported Planview API operations
- Traceable run-level evidence
Start with controlled execution. Add intelligence where the workflow needs it.
FoliosFlow is the base Planview product. Plus Edition and dedicated Logbook capability extend it for more complex preparation, reconciliation and specialist Planview workflows.
FoliosFlow
Controlled execution for supported Planview data operations.
- Supported Planview API operations
- Local customer-controlled execution
- Structured configuration and mappings
- Run-level outputs and evidence
- Preview and preflight controls for supported workflows
Plus Edition
Adds local data intelligence before and after execution.
- QueryLocal for local preparation, joins and reshaping
- CalcLocal for customer-specific calculations
- SmartSync change detection
- Enhanced reconciliation
- Delta-focused execution patterns
Planview Logbook
Configuration-aware workflows for Logbook migration, creation, calculation and correction.
- Log type and metadata discovery
- Field and option mapping
- Supported migration and creation workflows
- Supported scoring and correction scenarios
- Readback and reconciliation patterns
Start with one workflow that matters.
FoliosFlow is designed for recurring operational data work where control, repeatability and evidence matter more than building a large integration programme.
User and resource administration
Turn approved administrative changes into controlled Planview updates with clear run outputs.
Project and attribute updates
Validate and update project data at scale without repeated manual rekeying.
Financial and master-data loads
Prepare, validate and apply structured financial or reference-data changes.
Data-quality correction
Turn reporting or validation findings into reviewed corrective action rather than another manual task list.
Migration and transition
Prepare and validate structured migration data, execute controlled loads and reconcile target state.
Logbook workflows
Migrate, create, score, validate and correct structured Logbook records where dedicated capability is licensed.
Change what needs changing. Verify what actually changed.
Where Plus Edition is licensed and comparison rules are configured, SmartSync can compare structured source data - including Excel, CSV or supported system reads - with Planview data so teams can identify meaningful differences before execution and reconcile intended versus actual results afterwards.
1. Detect the delta
Identify new, changed, missing and unchanged records using agreed comparison fields.
2. Execute only what matters
Reduce unnecessary processing and API activity by acting only on approved differences.
3. Read back and reconcile
Compare intended target state with actual results so only verified outstanding differences become candidates for correction or replay.
The safest update is often the one you do not make.
Governed Planview Logbook migration and operational workflows.
FoliosFlow Logbook capability supports configuration-aware workflows for supported Logbook record types, including risks, issues, actions and other structured records. It is designed to work with the customer’s actual Logbook configuration rather than relying on hard-coded assumptions.
Discover configuration
Read Logbook types, attributes, options and configuration before generating target records.
Map by business meaning
Resolve source values to the customer’s target fields and controlled options rather than coding directly to IDs.
Preview and execute
Produce validation and preview outputs for supported workflows, then execute approved creation or correction activity.
Read back and reconcile
Verify actual target state against the approved intended state instead of treating an API response alone as migration completion.
For controlled migrations, the workflow verifies target state through readback and reconciliation rather than relying solely on an API response.
Suitable for migration, scoring, correction and repeatable operational scenarios where customer-specific Logbook metadata and business rules matter.
Built from real enterprise delivery work.
FoliosFlow has grown from live Planview delivery, operational constraints and controlled customer proof work rather than from an abstract integration-platform concept.
Designed to work within customer security and operational boundaries.
FoliosFlow runs locally and does not require an intermediary DDF SaaS execution layer. Credential handling can use approved customer sources rather than embedding secrets in scripts or configuration files.
Local execution
Execution and operational data remain inside the customer environment.
Vault-aware credentials
Supports CyberArk, 1Password and Windows Credential Manager for supported deployment patterns.
Preview and preflight
Produce validation outputs and previews for supported workflows before approved execution.
Run-level evidence
Retain logs, outputs and failures for review, with reconciliation evidence where the workflow requires it.
Common questions about automating Planview data work.
FoliosFlow is designed for organisations that need Planview data operations to be controlled, repeatable and evidence-led without introducing another hosted execution platform.
Can FoliosFlow automate Planview updates locally without a third-party SaaS execution platform?
Yes. FoliosFlow workflow execution runs within the customer environment and does not require a DDF-hosted SaaS execution layer. Operational data remains within the customer-controlled environment while FoliosFlow connects directly to supported Planview APIs and approved customer services.
Can FoliosFlow validate a large Planview data upload before changing live records?
Yes. Supported workflows can validate required values, mappings and customer-specific rules before execution, producing reviewable outputs, previews or preflight results before approved changes are applied.
Can FoliosFlow compare Excel data with Planview and update only the differences?
Yes. With Plus Edition, SmartSync can compare structured source data such as Excel or CSV with Planview data to identify new, changed, missing and unchanged records. Approved workflows can then focus execution on meaningful differences rather than repeatedly updating unchanged data.
Can FoliosFlow help reduce errors in recurring Planview bulk updates?
Yes. FoliosFlow turns repeatable Planview data work into defined preparation, validation, execution and evidence steps rather than relying on repeated manual updates, spreadsheet handling or one-off scripts.
Can FoliosFlow migrate Planview Logbook data from spreadsheets or another system?
Yes. Licensed Logbook capability supports configuration-aware migration, creation, scoring, correction and reconciliation for supported Logbook record types including risks, issues, actions and other structured records.
Does FoliosFlow keep an audit trail or evidence of Planview data changes?
FoliosFlow retains run-level evidence including inputs, outputs and failures, with reconciliation evidence where required by the workflow. This provides a clear record of what was attempted and what happened during execution.
Start with one real Planview workflow.
The strongest entry point is a bounded workflow where manual effort, operational risk or weak evidence is already visible.
1. Define the workflow
Agree the business outcome, source, target, controls and decision point.
2. Prove it
Use a real bounded example to demonstrate preparation, validation, execution and evidence against customer data and configuration.
3. Deploy and expand
Turn the proven workflow into repeatable capability, then add Plus, Logbook or connected-system coverage only where value is clear.
Which Planview workflow would you most like to make controlled and repeatable?
Talk to us about one recurring Planview workflow, such as an update, migration, Logbook process, data-quality correction or reconciliation requirement, and we can assess whether FoliosFlow is a fit.